Managing Member

0002015682-24-000002.txt : 20240315 0002015682-24-000002.hdr.sgml : 20240315 20240315105237 ACCESSION NUMBER: 0002015682-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240315 DATE AS OF CHANGE: 20240315 EFFECTIVENESS DATE: 20240315 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VanderPol Investments L.L.C. CENTRAL INDEX KEY: 0002015682 ORGANIZATION NAME: IRS NUMBER: 463030983 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24022 FILM NUMBER: 24753023 BUSINESS ADDRESS: STREET 1: 1723 68TH ST. SE STREET 2: SUITE B CITY: CALEDONIA STATE: MI ZIP: 49316 BUSINESS PHONE: 6167232637 MAIL ADDRESS: STREET 1: 1723 68TH ST. SE STREET 2: SUITE B CITY: CALEDONIA STATE: MI ZIP: 49316 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002015682 XXXXXXXX 12-31-2023 12-31-2023 VanderPol Investments L.L.C.

1723 68TH ST. SE SUITE B CALEDONIA MI 49316

13F HOLDINGS REPORT 028-24022 006242445 Y This is my first 13F filing and it happened to fall in conjunction with an ADV update and a surprise that we needed to move office spaces all at the same time. Mark VanderPol Managing Member 6167232637 Mark VanderPol Caledonia MI 03-15-2024 0 43 29355416 false INFORMATION TABLE 2 thirteenf20231231.xml ABRDN ETFS BBRG ALL COMMDY 003261203 943170 30833 SH SOLE 30833 0 0 ADOBE INC COM 00724F101 300090 503 SH SOLE 503 0 0 ALPHABET INC CAP STK CL A 02079K305 389037 2785 SH SOLE 2785 0 0 AMAZON COM INC COM 023135106 526472 3465 SH SOLE 3465 0 0 APPLE INC COM 037833100 653066 3392 SH SOLE 3392 0 0 BANCO SANTANDER S.A. ADR 05964H105 63474 15332 SH SOLE 15332 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1958047 58889 SH SOLE 58889 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 550103 19208 SH SOLE 19208 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 541828 22473 SH SOLE 22473 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3783794 129449 SH SOLE 129449 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 274860 11012 SH SOLE 11012 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 645296 25276 SH SOLE 25276 0 0 META PLATFORMS INC CL A 30303M102 668984 1890 SH SOLE 1890 0 0 FLEXSHARES TR MORNSTAR UPSTR 33939L407 678132 16560 SH SOLE 16560 0 0 INTEL CORP COM 458140100 586166 11665 SH SOLE 11665 0 0 ISHARES TR NATIONAL MUN ETF 464288414 318292 2936 SH SOLE 2936 0 0 ISHARES INC CORE MSCI EMKT 46434G103 624208 12341 SH SOLE 12341 0 0 ISHARES TR CORE MSCI INTL 46435G326 1501357 23584 SH SOLE 23584 0 0 MICROSOFT CORP COM 594918104 665967 1771 SH SOLE 1771 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 210058 24397 SH SOLE 24397 0 0 NVIDIA CORPORATION COM 67066G104 223344 451 SH SOLE 451 0 0 SPDR SER TR NUVEEN BLOOMBERG 78464A284 330064 13046 SH SOLE 13046 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 297871 12740 SH SOLE 12740 0 0 SALESFORCE INC COM 79466L302 485756 1846 SH SOLE 1846 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2254928 39981 SH SOLE 39981 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2225336 47734 SH SOLE 47734 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 306640 6329 SH SOLE 6329 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 808324 5927 SH SOLE 5927 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 377647 2112 SH SOLE 2112 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 252861 3016 SH SOLE 3016 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 764784 20340 SH SOLE 20340 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 389846 3420 SH SOLE 3420 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 585717 3043 SH SOLE 3043 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 244356 3363 SH SOLE 3363 0 0 STRYKER CORPORATION COM 863667101 581233 1941 SH SOLE 1941 0 0 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 129151 13342 SH SOLE 13342 0 0 TELEFONICA S A SPONSORED ADR 879382208 88573 22711 SH SOLE 22711 0 0 VANGUARD WORLD FD EXTENDED DUR 921910709 333395 4114 SH SOLE 4114 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 776770 15735 SH SOLE 15735 0 0 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 309646 4474 SH SOLE 4474 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1302490 25514 SH SOLE 25514 0 0 VISA INC COM CL A 92826C839 203594 782 SH SOLE 782 0 0 FERRARI N V COM N3167Y103 200689 593 SH SOLE 593 0 0